Registered Client Care Srvcs Rep (S6/63) - ADM -

Job description

Open to Remote. If local to Franklin, WI, 3 days onsite will be required. The Annuity Distribution and Maintenance (ADM) Department is a vital part of our organization, focused on delivering seamless support for servicing annuities in their accumulation period. About the Job: This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout options such as lump-sum or annuitized distributions, and addressing customer inquiries related to annuity distribution and maintenance services. What You'll Do: Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and...